Lead Financial Planning Analyst- Marketing/Communications

Join Vanguard's FP&A group as a lead financial analyst and support our Personal Investor/Advice Wealth Management Marketing and Communications teams.

Responsibilities:

Financial Planning & Forecasting

• Lead monthly close, forecasting, and annual planning processes for marketing budgets.
• Provide variance analysis and actionable insights to senior leadership on marketing performance versus plan.
• Support strategic planning and scenario analysis for marketing investments.

• Develop and maintain dynamic financial models to evaluate marketing spend efficiency and channel performance.
• Leverage data-driven insights to influence senior leadership decisions and guide strategic marketing investment

• Drive automation and scalability in forecasting, reporting, and performance tracking.
• Identify opportunities to enhance financial processes and tools for marketing analytics.
• Lead projects and ad hoc initiatives to improve marketing decision-making.

• Prepare clear, concise presentations and narratives for leadership, highlighting performance drivers, risks, and opportunities.
• Collaborate with cross-functional teams (Marketing Ops, Data Analytics, Strategy) to ensure consistent measurement and reporting.
• Balance competing priorities and maintain alignment with overarching business objectives

• Minimum of five years' related work experience, with at least two years' financial services industry experience.
• Undergraduate degree or equivalent combination of training and experience. Economics or Finance degree preferred. Advanced excel and financial modeling skills required. Experience in marketing or marketing analytics is considered a strong asset.